November 2, 2026 | 2:00pm ET | 1 CE Credit
Many advisors have clients who hold digital assets outside the advisory relationship. In-kind investing is one way to bring those holdings into the plan: an eligible investor contributes an underlying asset directly in exchange for shares of an investment product, rather than selling for cash first. This educational webinar will explore what that can mean for clients, from institutional custody to simpler estate planning, and for advisors, from bringing held-away assets into the conversation to addressing concentrated positions.
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